Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Tag: Financial Advice

Has your adviser disappeared?

We recently received an enquiry from someone whose financial adviser had disappeared. The adviser in question used to be an IFA with Inter-Alliance. It occurred to me that this must be an occasional problem for people. You see, financial services companies have come and gone over the years. In fact, I spent four years of my career with Inter-Alliance before setting up Professional Wealthcare in 2001.

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When it comes to insurance, isn’t it time you put yourself first?

Just think about all the things you insure as a matter of course.

For instance, more people have pet insurance than health insurance.

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How to Build an Investment Portfolio

When make an investment (whether it be a lump sum, regular savings or a pension contribution), you have some important decisions to make and fund selection will be high on your decision list. If your investment is small, you may decide to use a single fund. However, for most, it is important to build a suitable portfolio of funds because:

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Do you have a large Pension fund?

Whatever the size of your pension fund, it is very important that your investment is looked after. However, the harsh reality is that with larger funds, the level of care can usually be improved on.

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What is your tolerance to risk?

If you are a saver or an investor, have you ever really considered the amount of risk you are taking with your money?

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry is friendly and informative. He knew a lot about the products that he deals with.

Linda Ashworth